Digitimes analyst Derek Huang says ongoing aftershocks leave the timeline for
full capacity restoration at TSMC’s Japan fab uncertain. He notes direct
financial loss to TSMC may be minimal, but extended re‑qualification of
specialty process equipment could cause greater supply‑chain disruption. TSMC
said all staff were evacuated after Tuesday’s strong quake and structural
inspections found the building safe, but equipment checks and calibration will
take time given the quake’s severity.
